Existing Tax Clients:
As a tax client, we want to make it easy for you at Walls Financial to get your updated tax information to us. It will save you time and minimize your cost. We have created a quick toolkit to help you organize and upload your tax documents to our secure vault.
Log into our secure vault to upload your latest tax documents now:
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*If you haven’t yet created or recently logged into a SmartVault account, you will receive a personalized link from SmartVault via email. It might already be in your inbox, so please look through your emails before reaching out to our team.
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*If you have questions about SmartVault, please watch this video.
Want to make sure you have anything? Download our checklist to make sure you’ve sent us complete and accurate tax information. Make PDF downloadable that is an attachment in the same email.
New Tax Clients:
Please download a copy of our latest tax engagement letter to sign it and then upload the signed copy to your SmartVault account. (Download Engagement Letter Here)
To create a SmartVault account, please reach out to the Walls Financial team, so we can get a personalized link emailed to you. Email us now.
Check out our latest checklist that includes the types of information we need when we work on
your taxes (Download Checklist Here)